Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inboxGmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscriptionClick this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
This Week's Bonus Content
These 3 Country ETFs Are Big Beneficiaries of the Iran CeasefireAuthor: Dan Schmidt. First Published: 4/13/2026. 
Key Points
- The ceasefire in Iran has sent markets around the globe soaring once again.
- International stocks in energy-starved markets are likely to get the biggest boost in the coming weeks.
- Investors turning to international markets like Germany, South Korea, and Japan could reap the highest gains.
- Special Report: Elon Musk already made me a “wealthy man”
The tenuous ceasefire in Iran has the S&P 500 roaring back to life, reversing a month-long decline that put consumers and investors on edge. But the jump in U.S. stocks may have obscured the true beneficiaries: international markets that depend on energy imports. If the ceasefire leads to a resumption of normal oil flows through the Strait of Hormuz, investors could see outperformance in several foreign markets. Germany, South Korea and Japan are positioned to benefit most, and here’s why. Heavy Energy Import Needs Made These Nations VulnerableMarkets worldwide (outside the energy sector) tumbled after the United States launched strikes on Iran at the end of February, but the declines were uneven. The S&P 500 fell about 10% in under a month; the STOXX 600 dropped roughly 12%, the Nikkei nearly 15%, and South Korea’s KOSPI plunged around 25% during the conflict.
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itself - it's the infrastructure behind it.
One small-cap company supplies a mission-critical component to Musk's xAI Colossus site that can't be built around. While retail waits for a ticker that doesn't exist yet, early money is moving into this supplier at a fraction of its potential value. See the small-cap stock powering the SpaceX buildout today
European and Asian markets were hit harder because they rely heavily on imported energy. The United States is relatively insulated from the worst of a supply shock, but many European and Asian economies lack the domestic capacity to blunt major disruptions. South Korea, for example, imports more than 95% of its oil and is one of the world’s largest importers of liquefied natural gas (LNG). Its economy is driven by exports of energy‑intensive products such as cars, semiconductors and chemicals. Japan imports more than 90% of its oil and has a similarly export-dependent industrial base. Tanker traffic in the Strait of Hormuz remains stalled, but the prospect of reopening has sent European and Asian stock indices higher in early April. The situation is still fluid — the ceasefire, the U.S. delegation says, is admittedly fragile — yet optimism is growing in these energy‑starved markets. A normalization of traffic would have outsized benefits for the hardest-hit sectors. If the Iran conflict is truly winding down, Germany, South Korea and Japan are likely to see the biggest market upside. Rather than picking individual stocks, a practical way to play this theme is through country-specific ETFs that offer broad exposure. Global X DAX Germany ETFThe Global X DAX Germany ETF (NASDAQ: DAX) is a solid option for exposure to German equities thanks to a low expense ratio and a roster similar to the iShares MSCI Germany ETF (NYSE: EWG). DAX manages just over $250 million in assets, versus EWG’s $1.38 billion. What DAX lacks in scale it offsets with lower costs: a 0.20% expense ratio, less than half of EWG’s 0.50%. DAX trades an average of more than 60,000 shares daily and holds nearly 30% of its assets in Germany’s industrial sector, which includes energy‑intensive businesses such as autos, petrochemicals and defense contractors. 
A bullish crossover in the Moving Average Convergence Divergence (MACD) indicator suggests downward momentum may be reversing, and the fund has rallied nearly 10% from its March 27 low. The 50-day moving average is the next key level for DAX — a sustained move above it could trigger another buying wave. Franklin FTSE South Korea ETFSouth Korea’s market is heavily tilted toward technology, driven by two semiconductor giants that make up a large share of its market‑cap‑weighted indices. An investment in South Korea is effectively an investment in SK Hynix and Samsung Electronics Co., Ltd. (OTCMKTS: SSNLF). The most affordable broad option is the Franklin FTSE South Korea ETF (NYSE: FLKR). FLKR charges a very low 0.09% expense ratio — attractive for international exposure. Technology represents more than 47% of holdings, with industrials making up another roughly 15%. Investors have already begun rotating back into the market, and FLKR has reclaimed its 50-day moving average. The Relative Strength Index (RSI) has moved back into bullish territory, suggesting the semiconductor rally may be resuming. The iShares MSCI Japan ETFThe iShares MSCI Japan ETF (NYSE: EWJ) carries the highest expense ratio on this list (0.50%), but its sector mix is more concentrated in technology and industrials than the cheaper Franklin FTSE Japan ETF (NYSE: FLJP). Those industries stand to benefit most from normalized oil flows, so EWJ could outperform if traffic through the Strait reopens. Nearly 20% of EWJ’s weight is in banks, tech accounts for about 18.8% and industrials about 16.8% (holdings). You also get the liquidity of a large fund — roughly $19.8 billion in AUM — that trades more than 10 million shares on average each day. 
Technical indicators point to renewed bullish momentum in Japanese markets. EWJ found support at the 200-day moving average, and a bullish MACD crossover helped push the price back above the 50-day moving average. Those are encouraging signs for Japan, which has enjoyed a stock market renaissance in recent years. |
Post a Comment
Post a Comment